Ballentine Partners’s Kennametal KMT Stock Holding History

Ballentine Partners’s Portfolio KMT Stock Details KMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,271	Closed	-$261K	–	1031
2025 Q1	$261K	Buy	+12,271	New	+$279K	﹤0.01%	676

Other funds holding KMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Ballentine Partners's KMT Position: Q2 2025 in Review

Ballentine Partners sold out of Kennametal (KMT) in Q2 2025, closing a stake of 12,271 shares — an estimated $261K sold.

Ballentine Partners first reported a position in KMT in Q1 2025 and held it in 1 quarter. The position peaked at $261K in Q1 2025. 261 funds tracked by Wall St. Rank hold KMT as of Q2 2025.

Ballentine Partners reported no remaining Kennametal position as of Q2 2025 after selling out during the quarter.
Ballentine Partners sold 12,271 Kennametal shares in Q2 2025, an estimated $261K.
Ballentine Partners first reported a position in Kennametal in Q1 2025 and held it in 1 quarter.
Ballentine Partners's Kennametal position peaked at $261K in Q1 2025.
261 funds tracked by Wall St. Rank held Kennametal as of Q2 2025.

Based on Ballentine Partners's 13F filing for Q2 2025, filed 15 Jul 2025.